+791.5%
PODD vs AEE
+320.5%
+471.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.8% | -3.7% |
| 7D | -4.1% | +0.6% | -4.7% | -4.4% |
| 30D | +0.8% | -1.9% | +2.7% | +1.7% |
| 3M | -6.1% | +0.3% | -6.4% | -6.3% |
| 6M | -40.0% | -3.0% | -37.0% | -39.2% |
| YTD | -49.9% | +8.4% | -58.3% | -52.2% |
| 1Y | -59.3% | +9.8% | -69.1% | -61.5% |
| 3Y | -17.2% | +47.4% | -64.7% | -34.1% |
| 5Y | -53.0% | +38.9% | -91.9% | -61.6% |
| 10Y | +226.1% | +183.7% | +42.4% | +54.7% |
| All | +791.5% | +320.5% | +471.0% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling